Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.82%
Stock 97.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.30%
Other 0.95%
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Market Capitalization

As of January 31, 2026
Large 85.43%
Mid 13.73%
Small 0.83%
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Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.10%    % Unidentified Markets: 1.07%

Americas 0.32%
0.22%
United States 0.22%
0.09%
Mexico 0.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.24%
United Kingdom 14.27%
50.86%
Austria 0.28%
Belgium 0.88%
Denmark 1.97%
Finland 1.12%
France 9.18%
Germany 9.20%
Ireland 0.76%
Italy 3.04%
Netherlands 6.31%
Norway 0.60%
Portugal 0.18%
Spain 3.70%
Sweden 3.34%
Switzerland 9.73%
0.00%
1.11%
Israel 1.11%
Greater Asia 32.38%
Japan 22.18%
6.52%
Australia 6.29%
3.64%
Hong Kong 1.99%
Singapore 1.63%
0.03%
China 0.03%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
41.28%
Materials
5.73%
Consumer Discretionary
8.88%
Financials
25.16%
Real Estate
1.51%
Sensitive
36.07%
Communication Services
4.11%
Energy
3.27%
Industrials
19.68%
Information Technology
9.01%
Defensive
22.32%
Consumer Staples
7.15%
Health Care
11.38%
Utilities
3.79%
Not Classified
0.33%
Non Classified Equity
0.33%
Not Classified - Non Equity
0.00%
As of January 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available